Wealth Management Administrator
1 week ago
About this role
We are seeking an experienced Administrator to join our Wealth Management Team in Belfast. The successful candidate will be responsible for completing Client Service Reviews, providing support to senior colleagues, and ensuring the smooth running of the team and office.
Key responsibilities
- Ensuring client details and reviews are completed and recorded correctly on systems
- Communicating with Financial Advisers and clients
- Preparation and processing of all new client documentation and amendments
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of payments clients
- Liaising with colleagues within Business Support regarding administration of client accounts
- General record keeping and electronic filing
- Adhering to Conduct Risk standards
Additional responsibilities
- Supports business development activities
- Run projects for the office where appropriate and to show leadership by volunteering to be champions/ambassadors/specialists/Wizards where appropriate to show commitment to wider business
Requirements
- Previous administration experience is required – additional training will be provided
- Intermediate knowledge of MS Word/Excel/Outlook essential
- Demonstrates responsibility for achieving own goals and willing to assist with the achievement of office goals
- Excellent attention to detail when completing written and numerical based tasks
- Clear and concise communication skills – oral and written
- Ability to meet deadlines/work within restricted timescales
- Flexible and reliable team member, acting as a role model for more junior team members
- Finds opportunities to proactively support and share knowledge with others for the benefit of the team
- Ability to work on own initiative to achieve required results
- Strong focus on continuous improvement, with the ability to seek opportunities to improve processes and procedures, consults others and acts accordingly
- Collaborative and inclusive approach to work
- Anticipates and prepares for change. Makes suggestions for increasing effectiveness through change. Shifts priorities according to changing demand
- Demonstrates the RBC BD Values
About us
Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.
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